The constant drumbeat of news around tariffs will inevitably prompt client questions about how their retirement plans may be affected. For IFAs, this presents a timely opportunity to provide clarity and reassurance. By reinforcing risk-managed strategies and guaranteed income, you… Read More »Markets are watching closely as the U.S. revisits tariff strategies. Your clients are too.
Video content has become a vital channel for advisors. Quite simply, people love video. It is easy to consume and more entertaining than a white paper or a Powerpoint. Facebook, TikTok, Instagram, YouTube etc., offer the opportunity of free exposure… Read More »Introduce Video to Your Marketing in 2023
SMS (Texting) is a tool financial advisors can no longer ignore or avoid—even though most still do! The appeal of texting lies in its immediacy and simplicity. Advisors need to adopt SMS into their communications strategy simply because every generation… Read More »Ding! Financial Advisors Need to Start Texting Customers. Carefully!
Local Business Profile for Advisors You have seen the local map and location listings that display when you Google the name of a business (see image above). You can easily get your own business listing on the Google Local Business… Read More »Google My Business